Creative Planning
PH icon

Creative Planning’s Parker-Hannifin PH Stock Holding History

Creative Planning’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$3K – 2432
2020
Q3 		$3K Buy
+200
New +$39.3K ﹤0.01% 2075

Other funds holding PH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's PH Position: Q1 2026 in Review

Creative Planning increased its Parker-Hannifin (PH) stake by 8.2% in Q1 2026, buying an estimated $3.33M and bringing the position to 46,359 shares worth $41.5M. The position accounts for 0.03% of the portfolio, ranked #249.

Creative Planning first reported a position in PH in Q2 2013 and has held it in 52 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Creative Planning held 46,359 shares of Parker-Hannifin worth $41.5M as of Q1 2026.
  • Creative Planning bought 3,516 Parker-Hannifin shares in Q1 2026, an estimated $3.33M.
  • Parker-Hannifin made up 0.03% of Creative Planning's portfolio in Q1 2026, its #249 holding.
  • Creative Planning first reported a position in Parker-Hannifin in Q2 2013 and has held it in 52 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.